Correspondence Details

Introduction and Purpose

The Correspondence Details page allows an Inbound Ops Team User/Superuser/Supervisor to view the details of a completed record.

How to Access

• The Correspondence Details page can be accessed from the completed tab in Correspondence Queue or the pending tab in Correspondence Cases.
• Anyone in Caseflow can access Correspondence Details Page, while Inbound Ops team members are the only ones that can edit the Correspondence Details page

Inbounds Ops Team Members & Their Permissions

Inbound_Ops_Team_User

• Can add Associated Prior Mail to the correspondence.
• Can add Response Letters related to the correspondence up to a maximum of 3 Response Letters.
• Can link existing appeals to the correspondence

Inbound_Ops_Team_Superuser & Inbound_Ops_Team_Supervisor

• Can add or remove Associated Prior Mail to the correspondence.
• Can add Response Letters related to the correspondence up to a maximum of 3 Response Letters.
• Can link existing appeals to the correspondence or remove existing appeals on the correspondence

The 4 tabs on the Correspondence Details Page are as follows:

1. Correspondence and Appeal Tasks
2. Package Details
3. Response Letters
4. Associated Prior Mail

Correspondence and Appeal Tasks Tab

Completed Mail Tasks

• Mail tasks are marked as previously completed in the Correspondence Intake workflow

Functionality By User

Functionality:

• User can view all tasks that have been made based on the correspondence

Users With This Functionality:

• Inbound Ops Team User: Yes
• Inbound Ops Team Superuser: Yes
• Inbound Ops Team Supervisor: Yes

Existing Appeals

• Appeals tied to the veteran
• Appeals that have a checkbox next to them have a correspondence_appeal relationship with the correspondence.

Functionality By User

Functionality:

• User can create a correspondence_appeal relationship with the correspondence.

Users With This Functionality:

• Inbound Ops Team User: Yes
• Inbound Ops Team Superuser: Yes
• Inbound Ops Team Supervisor: Yes

Functionality:

• User can remove a correspondence_appeal relationship with the correspondence.

Users With This Functionality:

• Inbound Ops Team User: No
• Inbound Ops Team Superuser: Yes
• Inbound Ops Team Supervisor: Yes

Linked Appeals

• Displays appeals tied to the veteran

• The Linked Appeals will include the following information:

  • Docket Number
  • Appellant Name
  • Appeal Stream Type
  • Number Of Issues
  • Status
  • Assigned To

Functionality By User

Functionality:

• User can view appeals tied to the veteran

Users With This Functionality:

• Inbound Ops Team User: Yes
• Inbound Ops Team Superuser: Yes
• Inbound Ops Team Supervisor: Yes

Tasks not related to an appeal

• CorrespondenceMailTasks that need to be worked on the correspondence

Functionality By User

Functionality:

• User can add tasks not related to an appeal.

Users With This Functionality:

• Inbound Ops Team User: No
• Inbound Ops Team Superuser: Yes
• Inbound Ops Team Supervisor: Yes

Package Details Tab

General Information

• General Information will include the following:
  • Veteran Details
  • Correspondence Type
  • Package Document Type
  • VA DOR
  • Notes

Functionality By User

Functionality:

• User can view the following in this tab: CMP Information, General Information.

Users With This Functionality:

• Inbound Ops Team User: Yes
• Inbound Ops Team Superuser: Yes
• Inbound Ops Team Supervisor: Yes

Response Letters Tab

Response Letter

• The Response Letter will include the following information:
  • Letter Response Expiration
  • Date Response Letter Sent
  • Letter type
  • Letter title
  • Letter subcategory
  • Letter Subcategory reasons

Functionality By User

Functionality:

• User can view all response letters that have been issued for the correspondence

Users With This Functionality:

• Inbound Ops Team User: Yes
• Inbound Ops Team Superuser: Yes
• Inbound Ops Team Supervisor: Yes

Associated Prior Mail Tab

Associated Prior Mail

• Associated Prior Mail will include the following:
  • It will include all prior mail that is linked to the current correspondence
  • VA DOR
  • Package Document Type
  • Correspondence Type
  • Notes

Functionality By User

Functionality:

• User can view the correspondences that have been associated.

Users With This Functionality:

• Inbound Ops Team User: Yes
• Inbound Ops Team Superuser: Yes
• Inbound Ops Team Supervisor: Yes